I think the truth will land somewhere between.
I don't see how it is going to be a success if this is the case.
Kemper are so long in the tooth now that they really need to shake shit up. Quad Cortex really ate into their pie. So did Line6 with Helix. Fractal have always had their own thing, but I seriously cannot imagine that the Axe FX 3, FM9, and FM3 product launches didn't hit the bottom line. This is all even before ToneX came on the scene.
You can now get really fantastic amp modelling in small portable boxes from Universal Audio for example.
My outsider perspective is, they're really struggling to generate revenue, which is why they're bleeding their fanbase dry with level upgrades and the like.
It is looking more and more like MK2 is just more of THAT, than anything revolutionary. But I sincerely hope I'm wrong. Because if Kemper MK2 could capture my amps better than in my video here:
Then I will buy one. Simple as.
I like some of the effects, I don't mind the workflow, I like the portability, I like the usability features.
I just don't think MK1 sounds as good as the competition. It always sounds congested, cock-wah'd, grainy, fizzy, distant, and boomy, all at the same time.
And as long as Kemper threads exist, I will share my opinion; gatekeepers be damned. If y'all don't like it, do the childish thing and block me or mute me. I don't give a monkeys.